ZipRecruiter

Log In

2

Entry Level Financial Advisor Jobs in Fort Mill, SC

NFP Corp

Jr Retirement Plan Advisor (Hybrid)

Charlotte, NC · Hybrid

$50K - $60K/yr

... plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 ... financial institutions. To learn more, please visit: Summary of the Role: The entry-level ...

New

TIAA

Distribution Analyst

Charlotte, NC · On-site

The Distribution Analyst is an entry level role within our sales organization, where you will have ... Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings. * Update ...

next page

Showing results 1-20

All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Fort Mill, SC

Entry Level Financial Advisor information

See Fort Mill, SC salary details

$31.6K

$89.8K

$126.5K

How much do entry level financial advisor jobs pay per year?

As of Aug 26, 2026, the average yearly pay for entry level financial advisor in Fort Mill, SC is $89,751.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,900.00 and $115,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

What are the most commonly searched types of Financial Advisor jobs in Fort Mill, SC?

The most popular types of Financial Advisor jobs in Fort Mill, SC are:

What are popular job titles related to Entry Level Financial Advisor jobs in Fort Mill, SC?

For Entry Level Financial Advisor jobs in Fort Mill, SC, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisor jobs in Fort Mill, SC look for?

The top searched job categories for Entry Level Financial Advisor jobs in Fort Mill, SC are:

What cities near Fort Mill, SC are hiring for Entry Level Financial Advisor jobs?

Cities near Fort Mill, SC with the most Entry Level Financial Advisor job openings:

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Fort Mill, SC as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $89,751 per year, or $43.1 per hour.

Entry-Level Financial Advisor

Ardent Financial

Charlotte, NC • On-site

Full-time

Posted 16 days ago

Job description

Description
Build a lucrative career with unlimited growth potential while gaining the knowledge to create wealth for yourself and others. Enjoy the freedom of an independent career, the support of an exceptional team, and the opportunity to make a lasting impact in the lives of people you serve.
Ardent Financial is seeking motivated, coachable individuals who are ready to build a rewarding career in the financial services industry. Whether you are changing careers or just starting your professional journey, we provide the training, mentorship, and support you need to become a successful Financial Advisor.
As part of our team, you will help individuals, families, and business owners create financial strategies designed to protect what matters most, build wealth, prepare for retirement, and leave lasting legacies. You will build meaningful relationships while growing a business you can truly be proud of.
No previous financial experience is required. We invest in your success through comprehensive training, professional development, licensing support, and ongoing coaching.
Responsibilities
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Serve as a collaborative team player willing to further development through continued training opportunities
Qualifications
• Life and Health Licensing required prior to start
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

Apply